Dakota Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

48,681

Total plan assets

$10.5B

Filings (rows)

Direct comp

$136K

Indirect comp

Aggregating 3 name variants under "DAKOTA WEALTH"

Click a variant to view it alone

DAKOTA WEALTH3 DAKOTA WEALTH MANAGEMENT1 DAKOTA WEALTH DBA DAKOTA WEALTH1

SERVICES PROVIDED

Other service providers3

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Jetblue Airways Corporation Jetblue Airways Retirement Plan · all filings	LONG ISLAND CITY, NY	Other service providers	23,089	$5.4B	$28K	$0
Jetblue Airways Corporation Jetblue Airways Retirement Plan · all filings	LONG ISLAND CITY, NY	Other service providers	24,252	$4.6B	$7K	$0
Lathrop GPM LLP Lathrop GPM LLP Retirement Plan and Trust · all filings	KANSAS CITY, MO	Other service providers	488	$349.2M	$13K	$0
Minnesota AG Power, Inc. DBA Midwest Machinery Co. Midwest Machinery Co. 401(k) Plan · all filings	GLENCOE, MN	Advisor / Consultant	615	$56.4M	$85K	$0
Lake Area Discovery Center Lake Area Discovery Center 401(k) Plan · all filings	WHITE BEAR LAKE, MN	Advisor / Consultant	237	$1.2M	$3K	$0